Smith, Salley & Associates, LLC

Founded in 1997, Smith, Salley & Associates is a North Carolina-based wealth management firm that provides comprehensive financial planning, investment management, and trust services. Their home office is based in Greensboro, NC with an additional office in the Boston area.

They help clients achieve financial success by spending the necessary time to understand their client’s thoughts and concerns about your money, future, and family. And what do their clients want most from their money: obtaining an independent retirement, educating the next generation, caring for aging parents, and creating legacies that last.